Schneider Electric SE SBGSY

IndustrialsMachinery, Tools, Heavy Vehicles, Trains & ShipsFrance

Last close 52.65 USD on Nov 1, 2026, −2.7% year to date

Quant rating

Quant rating D Rank 329 of 418 in Industrials

Growth D 341 of 418
Valuation C 264 of 418
Quality D 335 of 418
Revisions C 217 of 418
Momentum D 317 of 418

Wall Street consensus Buy (1.67)Average target 81.24 USD +54.3%

Historical valuation

Multiples use consensus estimates for the next twelve months. The dashed line is the 5-year average.

Key data

Market cap: 160.2B
Enterprise value: 176.6B
52-week range: 50.61 – 71.98
3-year range: 30.75 – 71.98
Dividend yield: 1.87%
Beta (5 years): 1.53
Shares outstanding: 604M
Next earnings: Mar 8, 2027

About the company

Schneider Electric SE is a France‑based company. The Company is specialized in the digital transformation of energy management and automation across homes, buildings, data centres, infrastructure, and industrial environments. It delivers solutions spanning medium‑ and low‑voltage power management, secure energy systems, and advanced automation technologies. Its integrated efficiency offerings combine energy management, automation, and software, supported by an open ecosystem that enables collaboration with partners, integrators, and developers to deliver real‑time operational control and improved performance. It operates in more than 115 countries including France, Western Europe, the United States, North America, China, the Asia‑Pacific region, and other global markets.

Growth and profitability fiscal year ends December 31

Growth and profitability by fiscal year
	2025	2024	2023	2022	2021	5Y avg
Revenue (mil)	47,158	39,500	39,621	36,575	32,859	–
Revenue growth	19.4%	−0.3%	8.3%	11.3%	6.9%	8.9%
EPS (basic, normalized)	1.94	1.80	1.57	7.47	–	–
EPS growth	7.7%	14.8%	−79.0%	–	–	–
Gross margin	42.1%	42.6%	41.8%	40.6%	41.0%	41.6%
Net margin	10.4%	11.2%	11.1%	10.2%	11.1%	10.8%
ROE	15.2%	15.0%	15.4%	13.9%	14.2%	14.8%

Balance sheet, last quarter
Cash & short-term investments (mil)	–
Current ratio	–
Long-term debt (mil)	–
Net debt (mil)	–
Total equity (mil)	–
Net debt / equity	–
Net debt / EBITDA	–

Estimates and valuation

Consensus estimates and implied multiples
	Sales (mil)			EBITDA (mil)			EPS
Fiscal year	Mean est.	Growth	EV/Sales	Mean est.	Growth	EV/EBITDA	Mean est.	Growth	P/E
2025 actual	47,158	+19.4%	3.7x	9,829	+28.5%	18.0x	1.94	+7.7%	27.2x
2026	51,065	+8.3%	3.5x	10,762	+9.5%	16.4x	2.23	+14.9%	23.7x
2027	58,066	+13.7%	3.0x	12,465	+15.8%	14.2x	2.76	+24.2%	19.0x
2028	64,698	+11.4%	2.7x	14,834	+19.0%	11.9x	3.15	+13.8%	16.7x

Estimate revisions

Change in consensus estimates over 1, 3 and 6 months
	Sales				EPS
Fiscal year	Estimate (mil)	1M	3M	6M	Estimate	1M	3M	6M
2026	51,065	−1.7%	−0.9%	+2.2%	2.23	−2.9%	−2.0%	+0.7%
2027	58,066	+1.8%	+1.8%	+7.4%	2.76	−1.7%	−1.7%	+5.3%
2028	64,698	+5.4%	+5.4%	+11.9%	3.15	+0.3%	+0.3%	−78.5%

Earnings surprises

Reported results versus consensus, last 10 fiscal quarters
	FQ-9	FQ-8	FQ-7	FQ-6	FQ-5	FQ-4	FQ-3	FQ-2	FQ-1	FQ0
Sales reported (mil)	9,343	10,298	10,228	11,376	–	–	–	–	11,431	13,318
Sales mean (mil)	9,146	10,074	10,177	10,465	–	11,505	11,171	13,100	11,312	12,506
Surprise	+2.2%	+2.2%	+0.5%	+8.7%	–	–	–	–	+1.1%	+6.5%
EPS reported	–	–	–	–	–	–	–	–	–	–
EPS mean	–	–	0.00	0.00	–	0.00	0.00	0.00	0.00	0.00
Surprise	–	–	–	–	–	–	–	–	–	–

FQ0 is the most recent reported quarter, FQ-1 the one before, and so on.

Peer comparison Machinery, Tools, Heavy Vehicles, Trains & Ships

Peers in the same industry group, by market capitalization
Company	Market cap	Net debt/EBITDA	Net margin	P/B	FY1 P/E	FY2 P/E	FY1 EV/EBITDA	FY2 EV/EBITDA
SBGSY Schneider Electric SE	160.2B	–	10.4%	5.46x	23.7x	19.0x	16.4x	14.2x
SIEGY Siemens AG	231.8B	2.55x	9.6%	2.96x	18.4x	16.1x	15.9x	14.6x
ABBNY Abb Ltd	156.3B	0.22x	13.7%	9.35x	23.3x	22.9x	18.1x	16.1x
WEGZY WEG S.A.	37.7B	–	–	–	31.4x	23.8x	–	–
LGRDY Legrand SA	38.4B	–	13.1%	4.58x	–	–	–	–
RXL Rexel SA	12.0B	–	3.0%	1.84x	13.6x	11.4x	8.9x	7.9x
Mean		1.39x	10.0%	4.84x	22.1x	18.6x	14.8x	13.2x
Median		1.39x	10.4%	4.58x	23.3x	19.0x	16.2x	14.4x

Technical analysis

1M−20.7%
3M−12.1%
1Y−10.4%
3Y+84.3%

Financial statements in millions of USD

Income statement in millions of USD, fiscal years

Income statement, Schneider Electric SE, fiscal years, most recent first
	2025	2024	2023	2022	2021	2020
Total revenue	47,158	39,500	39,621	36,575	32,859	30,727
Cost of revenue	27,315	22,658	23,054	21,725	19,396	18,323
Gross profit	19,843	16,842	16,567	14,850	13,463	12,404
Selling, general & administrative expenses	8,683	7,565	7,666	6,758	6,269	6,159
Research & development	1,603	1,354	1,289	1,113	972	877
Depreciation/amortization	1,261	1,010	973	992	995	826
Interest expense (income), operating	–	–	–	–	–	–
Unusual expense (income)	826	377	115	671	282	741
Other operating expenses	62.2	111	19.9	35.3	21.6	29.3
Operating income	7,408	6,425	6,505	5,280	4,923	3,771
Net interest income (expense)	−527	−325	−425	−173	−148	−178
Gain (loss) on sale of assets	–	–	–	–	–	–
Other non-operating income (expense)	−77.5	−74.5	−117	−57.8	−52.3	−161
Net income before taxes	6,803	6,025	5,963	5,049	4,723	3,432
Provision for taxes	1,709	1,447	1,418	1,296	1,098	779
Minority interest	−221	−176	−183	−63.1	−78.4	−137
Equity in affiliates	16.4	17.6	56.3	31.0	95.5	80.6
U.S. GAAP adjustment	–	–	–	–	–	–
Net income before extraordinary items	4,889	4,420	4,418	3,721	3,642	2,596
Extraordinary items	–	–	–	–	–	0
Net income	4,889	4,420	4,418	3,721	3,642	2,596
EBIT, normalized	8,275	6,831	6,693	5,997	5,228	4,541
EBITDA, normalized	10,216	8,433	8,323	7,583	6,856	6,019
Basic EPS, normalized	1.94	1.80	1.57	7.47	–	–

Balance sheet in millions of USD, fiscal years

Balance sheet, Schneider Electric SE, fiscal years, most recent first
	2025	2024	2023	2022	2021	2020
Assets
Cash & short-term investments	5,767	7,266	5,317	4,351	3,040	8,574
Receivables	13,332	11,573	11,296	9,939	9,783	9,106
Total inventory	6,305	5,602	4,987	4,651	4,514	3,521
Prepaid expenses	480	399	353	324	197	192
Other current assets	0	0	0	0	0	0
Total current assets	25,884	24,839	21,954	19,266	17,534	21,392
Property, plant & equipment	6,437	5,056	4,645	4,211	4,349	4,420
Goodwill	29,529	27,209	27,219	26,901	28,105	24,372
Intangibles	6,974	6,502	6,442	6,820	7,373	6,147
Long-term investments	2,746	2,808	2,705	2,532	2,578	1,678
Note receivable	–	–	–	–	–	–
Other long-term assets	1,840	1,857	2,036	2,735	2,069	2,423
Total assets	73,411	68,271	65,001	62,466	62,009	60,432
Liabilities
Accounts payable	10,955	9,207	8,383	6,693	6,497	5,696
Payable/accrued	–	–	–	–	–	–
Accrued expenses	4,476	4,301	4,549	4,095	4,243	4,221
Short-term debt	2,311	209	1,311	1,878	1,621	1,964
Current portion of long-term debt	886	3,951	1,152	1,433	831	744
Other current liabilities	3,108	2,592	2,781	8,002	2,976	3,124
Total current liabilities	21,735	20,260	18,176	22,101	16,168	15,749
Long-term debt	17,642	11,295	12,793	7,845	9,874	11,326
Minority interest	301	819	779	701	4,171	3,791
Other liabilities	5,311	4,332	4,049	4,594	4,013	4,380
Total liabilities	44,989	36,706	35,797	35,241	34,226	35,245
Shareholders' equity
Preferred stock	–	–	–	–	–	–
Common stock	2,711	2,384	2,528	2,444	2,587	2,770
Additional paid-in capital	3,340	3,472	3,241	2,847	2,792	2,745
Retained earnings (accumulated deficit)	25,034	24,513	23,758	21,203	22,388	25,581
Treasury stock	–	–	–	–	–	−4,028
Other equity	−2,664	1,196	−324	731	15.9	−1,882
Total equity	28,422	31,565	29,203	27,225	27,783	25,187
Total liabilities & shareholders' equity	73,411	68,271	65,001	62,466	62,009	60,432

Cash flow statement in millions of USD, fiscal years

Cash flow statement, Schneider Electric SE, fiscal years, most recent first
	2025	2024	2023	2022	2021	2020
Operating activities
Net income	5,110	4,596	4,601	3,784	3,721	2,733
Depreciation, depletion & amortization	1,940	1,592	1,611	1,586	1,607	1,478
Deferred taxes	–	–	–	–	–	–
Non-cash items	2,540	343	−115	380	−248	248
Changes in working capital	−2,390	−754	417	−1,112	−970	957
Cash from operations	7,201	5,777	6,515	4,638	4,111	5,416
Investing activities
Capital expenditures	−1,812	−1,469	−1,506	−1,170	−996	−998
Other investing cash flows	−1,379	−588	350	−340	−4,879	−2,971
Cash from investing	−3,191	−2,057	−1,157	−1,510	−5,875	−3,969
Financing activities
Financing cash flow items	−6,614	−278	−5,282	−246	−632	1,257
Cash dividends paid	−2,573	−2,032	−1,950	−1,732	−1,645	−1,726
Issuance (retirement) of debt, net	–	–	–	–	–	–
Other financing cash flows	3,045	629	3,013	423	−1,239	3,626
Cash from financing	−6,141	−1,681	−4,219	−1,555	−3,516	3,157
Foreign exchange effects	−482	196	−265	−74.9	393	−492
Net change in cash	−2,613	2,234	874	1,498	−4,887	4,112
Free cash flow	5,389	4,308	5,008	3,469	3,115	4,419

Disclaimer

The financial data presented in this report is delayed and obtained from sources QDD Research believes to be reliable, including stock exchanges, SEDAR, and EDGAR. However, no representation or warranty is made as to the accuracy, completeness, or timeliness of the information. QDD Research accepts no liability for any errors, omissions, or financial losses arising from the use of this data.

This report is generated using a fully systematic and quantitative approach. All factor scores and the overall quant rating (ranging from D to A+) are derived from algorithmic models and are based solely on objective financial metrics. These scores are intended for informational purposes only and should not be interpreted as investment advice or a recommendation to buy, sell, or hold any securities.

QDD Research is not a registered investment advisor or broker-dealer and does not provide personalized financial advice. The content is not tailored to the specific investment goals, financial situation, or risk profile of any individual investor. We strongly encourage readers to consult with a licensed broker or investment advisor before making any investment decisions based on the information contained in this report.

Live quote provided by TradingView. Report data updated Nov 1, 2026 after market close.